Onboarding Existing Senior Leadership Team Members

Checklist for Onboarding Coordinators


This checklist for Onboarding Coordinators is a valuable tool designed to assist you through the SLT member onboarding process. As an Onboarding Coordinator (OBC), you are directly responsible for the tasks listed. 

In addition to the organizational activities to be completed below, faculty and/or department-specific activities may also be required. Each area is encouraged to create a faculty or departmental onboarding checklist to supplement this one. 


Before Their First Day

*****NEW REMOTE ONBOARDING INFORMATION*****

 

 

Watch for the notification of hire 

Once the new hire is entered in the HR system, the Report to Manager and the identified Onboarding Coordinator(s) will receive an auto-notification email confirming that the hire has been processed. This notification includes the employee's UCID number, personal email address, and a link to the onboarding checklists.

For International SLT Hires: many international hires request an email address prior to their start date, HR can create a UCID for the new hire before they arrive to enable this.

 

Send a welcome email to the new hire

Refer to the welcome email template to send a welcome email to your new hire one day after receiving the new hire notification email confirming the hire has been processed.

***Remote Onboarding for New Staff***

 Please include the following information in the welcome email:

 

Arrange for IT needs

If your new hire requires any IT hardware, software, or access, you should submit an IT onboarding form as early as soon as possible to ensure IT has adequate time to provide the needed items prior to their first day. Ensure your new hire is familiar with UCalgary’s Acceptable use of Electronic Resources and Information policy, and has signed the Oath of Confidentiality if applicable.

***Remote Onboarding for New Staff***

If the new employee need a work computer and/or accessories, please complete the IT Onboarding and Computer Request Form as per standard operational process and provide the best contact information and be prepared for IT to contact you and your new hire to coordinate the remote onboarding equipment and setup for logistics on how to get item(s) to the employee.

For more info, see “Resources for working remotely”.

Campus Phones:

Please note there will not be any on site installs being done on campus at this time however if there is an existing phone it can be prepared for the new person including voicemail. For further assistance please contact IT and someone from our IT Voice Operations will contact you.  

 

Connect with new SLT member

  • If new hire has any parking inquiries, direct them to Parking and Transportation Services
  • Schedule time, place, and person for the new hire to meet on their first day.

 

Prepare for research

 

Connect with the President/Vice-president

  • Review workspace requirements, equipment needs, and access requests
  • Assign an onboarding buddy
  • Schedule suggested meetings to help the new hire get connected
  • Get signatures on the university credit card application forms and project request form (if applicable)
  • Set up regular SLT meetings in new hire's calendar

Administrative Preparation

Request building/office/lab access  

Arrange for keys/swipe access by contacting your area’s access administrator. New hire must obtain their Unicard when they start from the Unicard office for the swipe access to be provisioned. 

 

Update UCalgary contacts directory and faculty/unit distribution lists 

Contact the department administrator for assistance 

 

Determine if SecurID is required (if applicable) 

See whether access requires a SecurID. Contact IT Support Centre 

 

Print business cards (if applicable) 

Contact the Print Shop on campus 

 

Apply for university credit card(s) on behalf of employee (if applicable)

Refer to the Finance website to apply for a university credit card.


On and After Their First Day

Welcome the new SLT member and make introductions on their first day

***Remote Onboarding for New Staff***

Set up team meeting through Zoom, Skype for Business, or other online video chat platform that is used by the team.

 

Ensure all previous requests have been actioned